NSEUpdates3 Jul 2026 · 3 Jul 2026, 05:14 pm
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Godrej Consumer Products Limited · GODREJCP
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Godrej Consumer Products Limited has provided a quarterly update for Q1 FY27, highlighting significant volatility in costs due to crude price movements and sourcing challenges, but delivering a sequential improvement in performance across most metrics, with high-teens revenue growth expected.
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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
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Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
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Full Announcement
Godrej Consumer Products Limited has informed the Exchange regarding 'Quarterly Update Q1 FY27'.
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Godrej Consumer Products Limited
Godrej One, 4th Floor,
Pirojshanagar,
Eastern Express Highway,
Vikhroli (E), Mumbai – 400 079, India
Tel.: +91-22-2518 8010/ 8020/ 8030
Fax.: +91-22-2518 8040/ 8065/ 8069
Website: www.godrejcp.com
CIN: L24246MH2000PLC129806
July 3, 2026
BSE Limited National Stock Exchange of India Limited
Corporate Relations Department Exchange Plaza,
Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex,
Dalal Street, Fort, Mumbai - 400 001 Mumbai 400 050.
Scrip Code: 532424 Symbol: GODREJCP
Dear Sir/Madam,
Quarterly Update Q1 FY27
We enclose herewith a communication which is self-explanatory.
Thanking you,
Yours faithfully,
For Godrej Consumer Products Limited
Tejal Jariwala
Company Secretary & Compliance Officer
(F9817)
Quarterly Update: Q1FY27
This update provides an overall summary of the operating performance and demand trends during the quarter
ended June 30, 2026. This is based on internal unaudited management reports. A detailed performance update
will be shared following the Board of Directors' approval of the Q1 FY27 financial results.
While the quarter saw significant volatility in costs on account of movement in crude prices & other raw
materials and faced sourcing challenges resulting in lower fill rates across markets, we are pleased with the
way we navigated our business through agile planning, sourcing and calibrated pricing actions. Overall, across
the FMCG industry we have seen an acceleration in value growth with the demand environment remaining
stable, aided by continued momentum across the broader global economy and consumer sentiment holding
up despite crude-led input cost inflation.
Against this backdrop, and consistent with the guidance shared at our Investor Meet (May 2026), the business
delivered a sequential improvement in performance across most metrices.
At a Consolidated level, we expect to deliver high-teens revenue growth in Q1 FY27, meaningfully ahead of
our full-year guidance of double-digit revenue growth, backed by strong high single digit UVG. Consolidated
EBITDA is also expected to land ahead of our double-digit guidance although margins will be lower due to
exceptional cost pressures.
Our Standalone business is likely to deliver double-digit revenue growth for the quarter, underpinned by high-
single-digit underlying volume growth. Growth has been broad-based across categories.
Our Indonesia business delivered a meaningful step-up in performance, with mid-teens revenue growth on the
back of double-digit underlying volume growth. With competitive pressures now abating and market share
gains sustained across categories, we believe the business is back on a profitable growth journey.
Our GAUM (Godrej Africa, USA, and Middle East) business delivered another exceptionally strong quarter, with
extremely strong double-digit sales growth on the back of strong underlying volume growth in the teens. The
growth has been broad-based across geographies and categories. Our strategy of building FMCG categories
continues to see strong consumer traction across markets.
On the commodity front, input costs remained elevated through most of Q1, broadly within the cost impact
ranges outlined in our previous update. Encouragingly, costs have begun to ease in the closing weeks of the
quarter. Our response has been consistent with our established approach to navigating commodity cycles –
calibrated pricing actions, strong delivery on cost-savings programmes, and prudent media optimization – and
we expect margins to recover progressively through the year. We remain mindful that El Niño conditions can
heighten weather volatility across our key markets, with the potential to disrupt agricultural output and rural
demand, though our geographically diversified sourcing and portfolio provide meaningful resilience against
such volatility and as such we don’t foresee any major impact.
With revenue growth tracking ahead of our original expectations and input costs beginning to ease, we enter
the remainder of FY27 with increased confidence. We remain firmly on track to deliver our guidance for the
full year with the strong likelihood to exceed the same in select metrics.
We remain confident in the resilience of our portfolio, the strength of our brands, and our ability to deliver
sustained, profitable growth going forward.
ABOUT GODREJ CONSUMER PRODUCTS
Godrej Consumer Products is a leading emerging markets company, driven by the purpose of bringing the goodness
of health and beauty to consumers in emerging markets. As part of the Godrej Industries Group, we are fortunate to
have a proud legacy of over 125 years, built on the strong values of trust, integrity, and respect for others. At the
same time, we are growing fast and have exciting, ambitious aspirations.
Today, we enjoy the patronage of 1.4 billion consumers globally. We rank among the largest Household Insecticide
and Hair Care players in emerging markets. In Household Insecticides, we are the leader in India, the second largest
player in Indonesia and are expanding our footprint in Africa. We are the leader in serving the Hair Care needs of
women of African descent, the number one player in Hair Colour in India and Sub-Saharan Africa, and among the
leading players in Latin America. We rank number two in Soaps in India and are the number one player in Air
Fresheners and Wet Tissues in Indonesia.
We believe that we are only as good as what we do next. So, we strive to continuously improve how we do business,
and how we live in the world, shaping a more sustainable and responsible future by placing our planet and people
alongside profit. Through Godrej Good & Green, we are helping create a more inclusive and greener planet, in line
with the United Nation’s Sustainable Development Goals, and the needs of local communities. At the Godrej DEI
(Diversity, Equity, Inclusion) Lab, we work on empowering inclusion, help build DEI ecosystems across corporate
India and aim to bring ideas and innovation related to DEI to the mainstream.
For further information, please contact:
Institutional investors:
Email: ir@godrejcp.com
Tel: +91 22 2519 5721
Retail investors:
Email: investor.relations@godrejcp.com
Tel: + 91 22 2519 5104
Disclaimer:
Some of the statements in this communication may be “forward looking statements” within the meaning of
applicable laws and regulations. These forward-looking statements are based on currently available
information, current assumptions and expectations and projections about future trends, which are inherently
subject to risks and uncertainties that may cause actual results to differ substantially from those expressed or
implied in those statements. Such risks and uncertainties include, but are not limited to, general industry and
market conditions, changes in industry structure, changes in Indian and international political and economic
environment, domestic and global demand and supply conditions, changes in tax regimes, government
regulations, import duties, exchange rate fluctuations, corporate actions including acquisitions, litigation or
regulatory proceedings and labour relations. Investors are advised to exercise caution and not place undue
reliance on any forward-looking statements. The Company does not undertake to update, amend, or revise any
forward-looking statement, whether as a result of any new information, subsequent development, future events
or otherwise.